Entruity Wealth, LLC
All 13F Filings
- Location
- Bakersfield, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 140,303
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 45 | 140,303 | 13F-HR | Entruity Wealth, LLC |
| Q3 2025 | 11/7/2025 | 42 | 128,829 | 13F-HR | Entruity Wealth, LLC |
| Q2 2025 | 8/12/2025 | 41 | 117,647 | 13F-HR | Entruity Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 128.8 K | 91.8% | 11.8 K | 0 | 11.8 K |
| ETFs | 11.51 K | 8.2% | 0 | 329 | -329 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
140,303
Holdings
45
QoQ value change ($000)
11,474
(8.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.